Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Duke Energy CORP | 496,662 | reported | 26 Feb 2025 | tx 240+2,411,388−1,534,536 |
| BOEING CO | 16,544.51 | reported | 02 Jan 2026 | tx 42+16,228.63 |
| MORGAN STANLEY | 3,500.504 | reported | 01 Jun 2026 | tx 4+3,469.229 |
| HUBBELL INC | 2,680.03 | reported | 13 Feb 2015 | tx 52+10,425.47 |
| CINERGY CORP | 0 | reported | 03 Apr 2006 | tx 15+26,626−70,913.97 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 01 Jun 2026 | GRANT_AWARD | MORGAN STANLEY | 1,309.777 | 0.00 USD | |
| 01 Jun 2026 | GRANT_AWARD | MORGAN STANLEY | 273.862 | 209.96 USD | |
| 02 Jan 2026 | GRANT_AWARD | BOEING CO | 400 | 0.00 USD | deriv |
| 01 Dec 2025 | GRANT_AWARD | MORGAN STANLEY | 227.15 | 168.76 USD | |
| 01 Oct 2025 | GRANT_AWARD | BOEING CO | 413 | 0.00 USD | deriv |
| 01 Aug 2025 | GRANT_AWARD | MORGAN STANLEY | 1,658.44 | 0.00 USD | |
| 01 Jul 2025 | GRANT_AWARD | BOEING CO | 424 | 0.00 USD | deriv |
| 01 Apr 2025 | GRANT_AWARD | BOEING CO | 529.54 | 0.00 USD | deriv |
| 26 Feb 2025 | GRANT_AWARD | Duke Energy CORP | 15,476 | 116.31 USD | |
| 23 Feb 2025 | TAX_WITHHOLDING | Duke Energy CORP | 7,048 | 115.55 USD | |
| 22 Feb 2025 | TAX_WITHHOLDING | Duke Energy CORP | 7,589 | 115.55 USD | |
| 22 Feb 2025 | TAX_WITHHOLDING | Duke Energy CORP | 7,062 | 115.55 USD | |
| 07 Feb 2025 | GRANT_AWARD | Duke Energy CORP | 140,253 | 0.00 USD | |
| 07 Feb 2025 | TAX_WITHHOLDING | Duke Energy CORP | 59,987 | 114.99 USD | |
| 02 Jan 2025 | GRANT_AWARD | BOEING CO | 508.58 | 0.00 USD | deriv |
| 01 Oct 2024 | GRANT_AWARD | BOEING CO | 580.27 | 0.00 USD | deriv |
| 01 Jul 2024 | GRANT_AWARD | BOEING CO | 477.57 | 0.00 USD | deriv |
| 15 May 2024 | GIFT | Duke Energy CORP | 15,000 | 0.00 USD | |
| 15 May 2024 | SALE | Duke Energy CORP | 15,000 | 103.30 USD | anomaly |
| 01 Apr 2024 | GRANT_AWARD | BOEING CO | 464.79 | 0.00 USD | deriv |
| 24 Feb 2024 | TAX_WITHHOLDING | Duke Energy CORP | 5,598 | 92.73 USD | |
| 23 Feb 2024 | TAX_WITHHOLDING | Duke Energy CORP | 7,088 | 92.73 USD | |
| 22 Feb 2024 | GRANT_AWARD | Duke Energy CORP | 52,100 | 92.13 USD | |
| 22 Feb 2024 | TAX_WITHHOLDING | Duke Energy CORP | 7,102 | 92.13 USD | |
| 05 Feb 2024 | TAX_WITHHOLDING | Duke Energy CORP | 49,451 | 95.25 USD |